William McShaneCRD Number: 1099025
Current Firm: Umpqua Investments, Inc.
William McShane (CRD# 1099025) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Portland, OR and has over 34 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Strand, Atkinson, Williams & York, Inc.||Portland, OR||Jun 2009 - Current||8|
|Morgan Stanley Smith Barney||Portland, OR||Jun 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Portland, OR||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI